Help · Sales
Payments received in SwiftlyBooks
Money customers paid you, set against their invoices, and their credit paid back.
Record a payment
- Press Record payment, then choose the Customer and the wallet it was Paid into.
- Type the Amount. It is set against their oldest invoices first.
- Change the amount on any invoice to set it differently.
- Press Record it.
Paid in advance, or too much
- What isn't set against an invoice waits as the customer's credit: the form shows it as Left as credit.
- Their next invoice asks whether to use it. On an approved invoice, Use credit uses it.
Pay credit back
- Open the Refunds tab and press Refund credit.
- Choose the customer and the wallet it was Paid from, then press Pay it back.
Good to know
- To undo a payment, press it in the list, then Void. Say why and press Void it: what it settled is owed again.
- A payment goes on invoices in its own currency: only those in the wallet's currency are listed.
- Debit notes are listed with the invoices, as they are owed in the same way.
Related
The same help is in the app: press the ? at the top of any page.